碳中和50ETF（159861）盘中涨超2%，行业政策优化或促进估值修复

Group 1 - The Ministry of Industry and Information Technology held a symposium on the photovoltaic industry, emphasizing the need to curb low-price disorderly competition and promote the orderly exit of backward production capacity to optimize the industry environment through market-oriented and legal methods [1] - The supply of polysilicon has increased month-on-month, but the oversupply situation has not improved; wafer manufacturers are proactively reducing production to alleviate inventory pressure, and the inventory days of photovoltaic glass have returned to low levels [1] - Domestic new photovoltaic installations have significantly declined after the rush to install, with a year-on-year decrease of 47.55% in July; overseas component exports are weak, but imports from the Middle East, Americas, and Africa continue to increase [1] Group 2 - The prices in the photovoltaic industry chain are stagnant, with a slight rebound in polysilicon and wafer prices, while component prices remain stable; the short-term trend is expected to be stable [1] - The industry's second-quarter performance showed marginal improvement, and the gradual exit of backward production capacity is expected to optimize the competitive landscape; valuations are at historical lows, presenting a potential for recovery [1] - The Carbon Neutrality 50 ETF (159861) tracks the Environmental Protection 50 Index (930614), which selects the top 50 companies related to environmental protection from the Chinese A-share market, covering various fields such as clean energy, pollution control, and resource recycling [1]